Finley Financial’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Finley Financial’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$154K	Hold	6,150	–	–	0.06%	75
2026 Q1	$154K	Hold	6,150	–	–	0.07%	69
2025 Q4	$155K	Hold	6,150	–	–	0.07%	71
2025 Q3	$156K	Hold	6,150	–	–	0.07%	73
2025 Q2	$155K	Hold	6,150	–	–	0.08%	73
2025 Q1	$154K	Hold	6,150	–	–	0.09%	68
2024 Q4	$152K	Buy	+6,150	New	+$153K	0.08%	75

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Finley Financial's SUSB Position: Q2 2026 in Review

Finley Financial held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 6,150 shares worth $154K. The position accounts for 0.06% of the portfolio, ranked #75.

Finley Financial first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q3 2025. 218 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Finley Financial held 6,150 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $154K as of Q2 2026.
Finley Financial left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.06% of Finley Financial's portfolio in Q2 2026, its #75 holding.
Finley Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Finley Financial's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $156K in Q3 2025.
218 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.